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Purkiss Capital Advisors, LLC

● SEC registered since 2005CRD 124324SEC# 801-64777
Export (members)
Reg. AUM
$633M
Employees
8
Accounts
337
Location
—

Purkiss Capital Advisors, LLC assets under management

Purkiss Capital Advisors, LLC is an SEC-registered investment adviser. The firm has been registered since 2005. It reports $633 million in regulatory assets under management and employs 8 people.
www.pcapadvisors.comView on SEC.gov ↗

Purkiss Capital Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Richard Allen Purkiss ControlManaging Member / Chief Compliance OfficerOver 75%2003

Frequently asked questions

How much does Purkiss Capital Advisors, LLC manage?

Purkiss Capital Advisors, LLC reports $633 million in regulatory assets under management on its Form ADV.

How many employees does Purkiss Capital Advisors, LLC have?

Purkiss Capital Advisors, LLC reports 8 employees.

Does Purkiss Capital Advisors, LLC disclose fund performance?

Purkiss Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(203) 431-5862
Office hours9:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK2053150
Discloses disciplinary historyNo

Assets under management

Discretionary$633M
Non-discretionary$0
Total (RAUM)$633M